Digital estate planning platform, Wealth.com, has appointed Tyrone Ross, the CEO and co-founder of Turnqey Labs and president and founder of 401 Financial, as its strategic advisor. Ross, a respected financial advisor and specialist in blockchain and cryptocurrency, will provide insights into the company’s product roadmap to ensure maximum value for financial advisors and their clients. With a focus on innovation and technology, Ross’s expertise will help Wealth.com remain at the forefront of estate planning solutions.
Wealth.com is a leading estate planning platform that aims to revolutionize and simplify the estate planning process. By eliminating the complexities associated with traditional methods, the platform offers a modern and seamless approach to estate planning. The company’s in-house trust and estate attorneys design and maintain the platform, providing the legal rigor and quality expected from top firms. It is available and optimized for users in all 50 US states and Washington, D.C.
Ross’s appointment comes as Wealth.com recognizes the growing influence of cryptocurrency and blockchain technology in estate planning. As digital assets gain traction among investors, Ross will offer advice on integrating emerging technologies into the platform. This integration will enable financial advisors to leverage digital assets for improved wealth management strategies and legacy planning. By accommodating potential shifts in clients’ needs and preferences, Wealth.com aims to streamline the estate distribution process.
In his role as strategic advisor, Ross will engage with Wealth.com’s executive and product teams, actively contributing valuable input and suggestions to drive innovation and growth. Furthermore, he will play a crucial part in educational initiatives, advocating for tech-enabled and meticulous estate planning. Ross’s collaboration marks a significant step toward Wealth.com’s mission of modernizing estate planning through innovative technology.
Tim White, Chief Partnership Officer at Wealth.com, expressed his excitement at Ross’s appointment, highlighting the value of his insights and passion for innovation. White reiterated the company’s commitment to empowering advisors to deliver a holistic client experience and develop solutions that contribute to clients’ financial wellbeing.
Ross also shared his enthusiasm for joining the Wealth.com team, emphasizing the team’s shared commitment to the client experience. He acknowledged that estate planning is not merely about numbers and documents, but about securing the financial legacies of individuals and their loved ones. Ross looks forward to working closely with the dedicated Wealth.com team to shape a more inclusive, user-friendly, and forward-thinking approach to estate planning.
While Ross is the first strategic advisor appointed by Wealth.com, the company plans to bring on several more advisors in the coming months. This collaboration emphasizes the company’s dedication to advancing estate planning through innovative technology.
Wealth.com aims to break down barriers and foster a dynamic ecosystem that evolves alongside its members. By leveraging technology and offering a comprehensive solution, the platform ensures a seamless and modern estate planning experience. For more information about Wealth.com and its services, please email sales@wealth.com.
